Cottonwood Capital Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $625K | Sell |
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|
2025
Q2 | $689K | Hold |
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|
2025
Q1 | $782K | Hold |
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|
2024
Q4 | $794K | Sell |
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|
2024
Q3 | $893K | Sell |
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|
2024
Q2 | $858K | Sell |
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|
2024
Q1 | $929K | Sell |
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|
2023
Q4 | $946K | Buy |
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|
2023
Q3 | $907K | Buy |
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|
2023
Q2 | $987K | Sell |
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|
2023
Q1 | $980K | Sell |
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|
2022
Q4 | $972K | Sell |
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|
2022
Q3 | $882K | Buy |
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|
2022
Q2 | $896K | Sell |
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|
2022
Q1 | $903K | Sell |
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|
2021
Q4 | $938K | Buy |
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